Forum Discussion

sgan's avatar
sgan
Contributing Cover User
1 year ago
Solved

myob subscriptions

I want to transfer liability for payment for 'no longer client'  files to the client. How do I do that? There are a number of online files attached to my practice which are either inactive,or for...
  • AmandaMYOB's avatar
    AmandaMYOB
    1 year ago

    Hey sgan​ 

    You'll need to log a support case via MYOB Practice  to transfer ownership of a file to the client, this will allow the client to pay for the subscription themselves. More information can be found on this page. 

    In order to remove a file showing on your practice list, your user access to the file will need to be removed. We can help you out with this as well, just raise a support case from your MYOB Practice dashboard and we'll be in touch to sort things out.

    Reach out if you have any more questions!

    Cheers, Amanda.

AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
1 year ago

Hey sgan​ 

You'll need to log a support case via MYOB Practice  to transfer ownership of a file to the client, this will allow the client to pay for the subscription themselves. More information can be found on this page. 

In order to remove a file showing on your practice list, your user access to the file will need to be removed. We can help you out with this as well, just raise a support case from your MYOB Practice dashboard and we'll be in touch to sort things out.

Reach out if you have any more questions!

Cheers, Amanda.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home